Helmsman Financial Group, LLC

Helmsman Financial Group, LLC (CRD# 113780) is a financial advisory firm headquartered in Woodinville, WA. They manage $89,725,060 in 242 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $370,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Helmsman Financial Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Christopher J. Rieke
CRD#: 2650076
17330 135th Ave. Ne, Suite 2a, Woodinville, WA 98072
96
Wealthminder
score

Christopher Rieke (CRD# 2650076) is an Investment Advisor Representative working at Helmsman Financial Group, LLC in Woodinville, WA and has over 21 years of experience in the finance industry. Christopher Rieke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Shelby M. Miller
CRD#: 4713127
17330 135th Ave Ne, Suite 2a, Woodinville, WA 98072
93
Wealthminder
score

Shelby Miller (CRD# 4713127) is an Investment Advisor Representative working at Helmsman Financial Group, LLC in Woodinville, WA and has over 13 years of experience in the finance industry.

3
Allan M. Vannini
CRD#: 1013703
17330 135th Ave Ne, Suite 2a, Woodinville, WA 98072
93
Wealthminder
score

Allan Vannini (CRD# 1013703) is an Investment Advisor Representative working at Helmsman Financial Group, LLC in Woodinville, WA and has over 20 years of experience in the finance industry.

4
Brandon D. Springer
CRD#: 6393142
17330 135th Avenue, Ne, Suite 2a, Woodinville, WA 98072
88
Wealthminder
score

Brandon Springer (CRD# 6393142) is an Investment Advisor Representative working at Helmsman Financial Group, LLC in Woodinville, WA and has over 2 years of experience in the finance industry.

5
Douglas D. Springer
CRD#: 1032845
17330 135th Ave. Ne, Suite 2a, Woodinville, WA 98072
83
Wealthminder
score

Douglas Springer (CRD# 1032845) is an Investment Advisor Representative working at Helmsman Financial Group, LLC in Woodinville, WA and has over 24 years of experience in the finance industry.

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